Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $548,409 | $165,399+231.6% | $149,745+266.2% | $158,982+245.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 13.87% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.1pp |
| Employer contribution / active EE | $867 | $5,105-83.0% | $4,646-81.3% | $4,763-81.8% |
| Participant deferral / active EE | $6,333 | $7,183-11.8% | $6,843-7.4% | $5,983+5.8% |
| Admin fee / account holder | $3,324 | $10,811-69.3% | $9,312-64.3% | $11,252-70.5% |